WAM
DSM

Wolverine Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Wolverine Asset Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,409
Closed -$141K – 1658
2025
Q1 		$141K Sell
24,409
-11,159
-31% -$65.7K ﹤0.01% 1058
2024
Q4 		$207K Buy
35,568
+24,761
+229% +$150K ﹤0.01% 1016
2024
Q3 		$67.3K Sell
10,807
-425
-4% -$2.58K ﹤0.01% 1151
2024
Q2 		$66.7K Buy
11,232
+7,732
+221% +$44.3K ﹤0.01% 1149
2024
Q1 		$20.5K Sell
3,500
-39,056
-92% -$225K ﹤0.01% 1208
2023
Q4 		$243K Buy
42,556
+3,622
+9% +$18.9K ﹤0.01% 1022
2023
Q3 		$194K Buy
38,934
+10,806
+38% +$59.3K ﹤0.01% 1054
2023
Q2 		$160K Buy
+28,128
New +$161K ﹤0.01% 1017
2023
Q1 		– Sell
-60,914
Closed -$352K – 1936
2022
Q4 		$352K Buy
60,914
+31,398
+106% +$178K ﹤0.01% 1027
2022
Q3 		$167K Buy
29,516
+21,391
+263% +$136K ﹤0.01% 1287
2022
Q2 		$50K Buy
+8,125
New +$52.8K ﹤0.01% 1569
2021
Q4 		– Sell
-2,170
Closed -$17K – 2088
2021
Q3 		$17K Buy
+2,170
New +$18.1K ﹤0.01% 1668
2021
Q1 		– Sell
-79,928
Closed -$629K – 2072
2020
Q4 		$629K Sell
79,928
-70,568
-47% -$531K ﹤0.01% 779
2020
Q3 		$1.1M Sell
150,496
-15,872
-10% -$119K 0.01% 544
2020
Q2 		$1.2M Sell
166,368
-62,340
-27% -$440K 0.01% 499
2020
Q1 		$1.64M Buy
228,708
+133,255
+140% +$1.04M 0.02% 393
2019
Q4 		$762K Buy
+95,453
New +$794K 0.01% 682
2019
Q1 		– Sell
-273,830
Closed -$1.91M – 1450
2018
Q4 		$1.91M Buy
273,830
+111,641
+69% +$784K 0.02% 577
2018
Q3 		$1.19M Sell
162,189
-25,264
-13% -$190K 0.01% 743
2018
Q2 		$1.42M Buy
187,453
+49,778
+36% +$376K 0.02% 657
2018
Q1 		$1.05M Buy
+137,675
New +$1.09M 0.01% 746
2015
Q2 		– Sell
-54,634
Closed -$441K – 1878
2015
Q1 		$441K Buy
54,634
+353
+0.7% +$2.85K 0.01% 648
2014
Q4 		$432K Buy
+54,281
New +$435K 0.01% 708
2014
Q3 		– Sell
-1
Closed – – 2494
2014
Q2 		$0 Hold
1
– – ﹤0.01% 2367
2014
Q1 		$0 Hold
1
– – ﹤0.01% 2513
2013
Q4 		$0 Buy
+1
New +$7 ﹤0.01% 2736

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wolverine Asset Management's DSM Position: Q2 2025 in Review

Wolverine Asset Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2025, closing a stake of 24,409 shares — an estimated $141K sold.

Wolverine Asset Management first reported a position in DSM in Q4 2013 and held it in 26 quarters. The position peaked at $1.91M in Q4 2018. 92 funds tracked by Wall St. Rank hold DSM as of Q2 2025.

  • Wolverine Asset Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 24,409 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2025, an estimated $141K.
  • Wolverine Asset Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2013 and held it in 26 quarters.
  • Wolverine Asset Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $1.91M in Q4 2018.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.